Selective Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,430
Closed -$222K 367
2022
Q3
$222K Sell
2,430
-1,438
-37% -$131K 0.1% 112
2022
Q2
$388K Buy
3,868
+3,743
+2,994% +$375K 0.14% 94
2022
Q1
$13K Buy
+125
New +$13K ﹤0.01% 501